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Initial split transaction support (#1230)
* Initial split transaction support * Add support to unsplit and edit split * Update show.html.erb * FIX address reviews * Improve UX * Update show.html.erb * Reviews * Update edit.html.erb * Add parent category to dialog * Update en.yml * Add UI indication to totals * FIX ui update * Add category select like rest of app --------- Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
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177
test/models/entry_split_test.rb
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177
test/models/entry_split_test.rb
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require "test_helper"
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class EntrySplitTest < ActiveSupport::TestCase
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include EntriesTestHelper
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setup do
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@entry = create_transaction(
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amount: 100,
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name: "Grocery Store",
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account: accounts(:depository),
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category: categories(:food_and_drink)
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)
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end
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test "split! creates child entries with correct amounts and marks parent excluded" do
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splits = [
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{ name: "Groceries", amount: 70, category_id: categories(:food_and_drink).id },
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{ name: "Household", amount: 30, category_id: nil }
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]
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children = @entry.split!(splits)
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assert_equal 2, children.size
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assert_equal 70, children.first.amount
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assert_equal 30, children.last.amount
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assert @entry.reload.excluded?
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assert @entry.split_parent?
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end
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test "split! rejects when amounts don't sum to parent" do
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splits = [
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{ name: "Part 1", amount: 60, category_id: nil },
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{ name: "Part 2", amount: 30, category_id: nil }
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]
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assert_raises(ActiveRecord::RecordInvalid) do
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@entry.split!(splits)
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end
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end
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test "split! allows mixed positive and negative amounts that sum to parent" do
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splits = [
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{ name: "Main expense", amount: 130, category_id: nil },
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{ name: "Refund", amount: -30, category_id: nil }
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]
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children = @entry.split!(splits)
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assert_equal 2, children.size
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assert_equal 130, children.first.amount
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assert_equal(-30, children.last.amount)
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end
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test "cannot split transfers" do
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transfer = create_transfer(
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from_account: accounts(:depository),
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to_account: accounts(:credit_card),
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amount: 100
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)
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outflow_transaction = transfer.outflow_transaction
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refute outflow_transaction.splittable?
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end
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test "cannot split already-split parent" do
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@entry.split!([
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{ name: "Part 1", amount: 50, category_id: nil },
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{ name: "Part 2", amount: 50, category_id: nil }
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])
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refute @entry.entryable.splittable?
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end
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test "cannot split child entry" do
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children = @entry.split!([
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{ name: "Part 1", amount: 50, category_id: nil },
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{ name: "Part 2", amount: 50, category_id: nil }
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])
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refute children.first.entryable.splittable?
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end
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test "unsplit! removes children and restores parent" do
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@entry.split!([
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{ name: "Part 1", amount: 50, category_id: nil },
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{ name: "Part 2", amount: 50, category_id: nil }
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])
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assert @entry.reload.excluded?
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assert_equal 2, @entry.child_entries.count
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@entry.unsplit!
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refute @entry.reload.excluded?
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assert_equal 0, @entry.child_entries.count
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end
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test "parent deletion cascades to children" do
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@entry.split!([
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{ name: "Part 1", amount: 50, category_id: nil },
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{ name: "Part 2", amount: 50, category_id: nil }
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])
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child_ids = @entry.child_entries.pluck(:id)
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@entry.destroy!
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assert_empty Entry.where(id: child_ids)
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end
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test "individual child deletion is blocked" do
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children = @entry.split!([
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{ name: "Part 1", amount: 50, category_id: nil },
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{ name: "Part 2", amount: 50, category_id: nil }
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])
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refute children.first.destroy
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assert children.first.persisted?
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end
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test "split parent cannot be un-excluded" do
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@entry.split!([
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{ name: "Part 1", amount: 50, category_id: nil },
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{ name: "Part 2", amount: 50, category_id: nil }
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])
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@entry.reload
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@entry.excluded = false
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refute @entry.valid?
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assert_includes @entry.errors[:excluded], "cannot be toggled off for a split transaction"
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end
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test "excluding_split_parents scope excludes parents with children" do
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@entry.split!([
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{ name: "Part 1", amount: 50, category_id: nil },
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{ name: "Part 2", amount: 50, category_id: nil }
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])
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scope = Entry.excluding_split_parents.where(account: accounts(:depository))
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refute_includes scope.pluck(:id), @entry.id
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assert_includes scope.pluck(:id), @entry.child_entries.first.id
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end
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test "children inherit parent's account, date, and currency" do
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children = @entry.split!([
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{ name: "Part 1", amount: 50, category_id: nil },
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{ name: "Part 2", amount: 50, category_id: nil }
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])
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children.each do |child|
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assert_equal @entry.account_id, child.account_id
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assert_equal @entry.date, child.date
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assert_equal @entry.currency, child.currency
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end
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end
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test "split_parent? returns true when entry has children" do
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refute @entry.split_parent?
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@entry.split!([
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{ name: "Part 1", amount: 50, category_id: nil },
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{ name: "Part 2", amount: 50, category_id: nil }
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])
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assert @entry.split_parent?
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end
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test "split_child? returns true for child entries" do
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children = @entry.split!([
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{ name: "Part 1", amount: 50, category_id: nil },
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{ name: "Part 2", amount: 50, category_id: nil }
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])
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assert children.first.split_child?
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refute @entry.split_child?
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end
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end
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